National Tax & Financial Services

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Gilman & Ciocia provides federal, state and local tax preparation and financial planning services to individuals predominantly in the middle-and upper-income brackets. To compliment its tax preparation services, the firm also provides financial planning services, such as securities brokerage, insurance and mortgage services, to its tax preparation clients and others. The company s broker/dealer subsidiary, Prime Capital Services, provides regulatory oversight and products and sales support to its brokers. Gilman & Ciocia maintains more than 30 offices in six states, including one in Poughkeepsie, N.Y. Founded in 1981, the company is traded on the Over the Counter Bulletin Board exchange.